Seeking Recommendations for Tracking Credentialing Process for Multiple Employees

RoseCliver
RoseCliver ✭✭
edited 08/05/24 in Smartsheet Basics

I'm in search of an optimal template to effectively monitor the credentialing process for a group of at least 50 employees simultaneously. This process includes various stages, such as:

  • Signing the contract date
  • Starting the training date
  • Completion date of training
  • Training completion deadline
  • Goal date for training completion
  • Application date for the exam
  • Checkbox for study session participation
  • Checkbox for indicating study session dates shared with the new hire

Additionally, having a graphical representation to display the number of employees who finished their training by the deadline or obtained their certification by the target date would be extremely beneficial.

Currently, I am utilizing SmartSheet with only the basic templates. However, I am aware that there are far more efficient ways to leverage the platform, and I need to learn how to do so!

Any suggestions or guidance would be greatly appreciated!

Answers